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Robert David Camp

Advisor at LPL Financial — Hoschton, GA

Updated today

Credentials

Series 63

Experience

40 years

Location

Hoschton, GA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robert Camp is a financial advisor with LPL Financial based in Hoschton, GA, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Raymond James Financial and A. G. Edwards & Sons, Inc. He has also operated his own firm, Dave Camp & Associates Inc., since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Hoschton, GA

Hoschton GA

Advisors at this office

2

Most active in

Georgia · Texas

Work history

40 years of industry experience

LPL Financial LLC

2022 - Present • 4 years

Cumming, GA

Real Estate

2012 - 2020 • 8 years

Sardis, TN

Raymond James Financial

2009 - 2022 • 13 years

Cumming, GA

Dave Camp & Associates Inc.

2003 - Present • 23 years

Cumming, GA

Raymond James financial Services

2003 - 2022 • 19 years

Cumming, GA

A. G. Edwards & Sons, Inc.

2003 - 2003 • 1 year

Duluth, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew G

Series 63, Series 65

Buford, GA

Stirlingshire Investments

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Allstate Insurance Co., Ameriprise Financial Services, and Banc of America Investment Services. He is also the owner of Greene Financial Services LLC, which focuses on life insurance and fixed annuity sales. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering a wide range of investment options tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios and operates with a broker-dealer affiliation that requires clients to use designated custodial services.

Active portfolio management Options & derivatives strategies Private / alternative investments Annuities
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Hieu N

Series 63, Series 65

Buford, GA

LegacITree Wealth Management, LLC

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WeathTree Capital Management, LLC and Pruco Securities LLC. LegacITree Wealth Management is a state-registered investment adviser offering discretionary portfolio management and comprehensive financial planning for individuals, trusts, estates, and certain business and retirement-plan clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, using various strategies and proprietary models tailored to clients' goals and risk tolerance.

Active portfolio management Concentrated stock management
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Donald S

Series 63, Series 65

Lawrenceville, GA

Winslow Asset Group, LLC

Donald Slowinski is a financial advisor at Winslow Asset Group, LLC in Lawrenceville, GA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Winslow Asset Group since 1999. In addition to his advisory role, he serves as a general partner and portfolio manager at SMS Capital Partners L.P. Equity Fund. Winslow Asset Group, LLC is an independent investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients, including corporations, trusts, estates, and charitable foundations. The firm employs a combination of proprietary fundamental research and technical analysis to actively manage portfolios across various instruments and manages assets on both discretionary and performance-fee bases.

Active portfolio management Founder/Business Owner
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Ahmed M

Series 63, Series 65

Lawrenceville, GA

Wakil Wealth Advisory LLC

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

Wealth management Retirement income strategy Income planning Options & derivatives strategies
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Christopher H

CFP®, ChFC®, Series 63, Series 65

Buford, GA

Paramount Investment Advisors

Christopher Hardy is a CFP® and ChFC® with 16 years of experience in the financial advisory industry. He has been with Paramount Investment Advisors since 2008 and serves as its sole advisor. In addition to his advisory work, he is managing director of Paramount Tax and Accounting, a firm specializing in tax preparation, accounting, and IRS representation. Paramount Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, families, nonprofits, trusts, pension plans, and corporations. The firm integrates tax and accounting services through its affiliated practice and offers ERISA-aware pension consulting and educational seminars alongside discretionary portfolio management focused on long-term investments.

General retirement planning Cash flow / budgeting Founder/Business Owner
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Peter B

CFP®

Lawrenceville, GA

The Green Group Finance, LLC

Peter Brangwin is a CFP® professional with one year of experience in financial advising, currently serving as the sole advisor at The Green Group Finance, LLC. He has prior experience with Five Forest Management, Inc. and is president of Accounting and Tax Solutions, LLC d.b.a The Green Group, where he provides tax and accounting services. The Green Group Finance, LLC is a fee-only registered investment adviser offering investment management and project-based financial planning to institutional clients, employer plan sponsors, businesses, and individuals. The firm employs a long-term, factor-based investment approach combining passive and active fund selection, with portfolios managed on a non-discretionary basis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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